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First Trust Advisors’s
Calix
CALX
Stock Holding History
First Trust Advisors’s Portfolio
CALX Stock Details
CALX Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$2.78M
Sell
56,717
-35,523
-39%
-$1.86M
﹤0.01%
1775
2025
Q4
$4.88M
Buy
92,240
+85,563
+1,281%
+$4.98M
﹤0.01%
1418
2025
Q3
$410K
Buy
+6,677
New
+$385K
﹤0.01%
2344
2024
Q3
–
Sell
-16,606
Closed
-$588K
–
2380
2024
Q2
$588K
Buy
16,606
+3,882
+31%
+$125K
﹤0.01%
2095
2024
Q1
$422K
Buy
12,724
+2,052
+19%
+$76.5K
﹤0.01%
2180
2023
Q4
$466K
Sell
10,672
-25,005
-70%
-$1,000K
﹤0.01%
2153
2023
Q3
$1.64M
Buy
35,677
+26,804
+302%
+$1.21M
﹤0.01%
1765
2023
Q2
$443K
Sell
8,873
-40,637
-82%
-$1.96M
﹤0.01%
2173
2023
Q1
$2.65M
Sell
49,510
-19,779
-29%
-$1.08M
﹤0.01%
1561
2022
Q4
$4.74M
Buy
69,289
+37,906
+121%
+$2.55M
0.01%
1222
2022
Q3
$1.92M
Buy
31,383
+1,019
+3%
+$54.5K
﹤0.01%
1695
2022
Q2
$1.04M
Sell
30,364
-34,169
-53%
-$1.27M
﹤0.01%
1969
2022
Q1
$2.77M
Sell
64,533
-47,211
-42%
-$2.39M
﹤0.01%
1643
2021
Q4
$8.94M
Sell
111,744
-6,947
-6%
-$454K
0.01%
1101
2021
Q3
$5.87M
Sell
118,691
-35,245
-23%
-$1.63M
0.01%
1219
2021
Q2
$7.31M
Sell
153,936
-20,588
-12%
-$904K
0.01%
1114
2021
Q1
$6.05M
Buy
174,524
+14,411
+9%
+$534K
0.01%
1132
2020
Q4
$4.76M
Buy
+160,113
New
+$3.95M
0.01%
1105
Other funds holding CALX
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
AllianceBernstein
Nashville, Tennessee
$309B AUM
23.92%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Millennium Management
New York
$134B AUM
35.51%
1-Year Est. Return
CAM
Congress Asset Management
Boston, Massachusetts
$16.3B AUM
42.69%
1-Year Est. Return
Westfield Capital Management
Boston, Massachusetts
$23.8B AUM
49.45%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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